Best Retirement Savings Plans for You

We’ll get into the facts about SEP-IRAs, SOLO 401(k)s, Roth vs. Traditional IRAs, Backdoor Roths, the Mega-Backdoor, and other tax-advantaged savings opportunities. Figuring out which plans are best for you, whether you’re an employee or a self-employed business owner; how to integrate your small business plan with your spouse's workplace plan; maximizing family contributions; and making the most of new tax incentives for small business plans. 

Upcoming sessions

December 06 in Online Webinar: 02:00PM - 04:00PM

Instructors